TITLE

Merrill Lynch uses CRM to tailor service

AUTHOR(S)
Huber, Nick
PUB. DATE
April 2003
SOURCE
Computer Weekly;4/22/2003, p4
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Investment bank Merrill Lynch & Co. Inc. is to use customer relationship management software to offer corporate customers tailored investment information online as of April 22, 2003. Merrill Lynch will implement software from ATG later this year to improve services on its Benefits OnlineSM website for retirement plan sponsors, such as Coca-Cola and their employees. Mellon European Fund Services has streamlined its policy administration by using workflow and document management technology. Mellon, whose clients include Nationwide Building Society and internet bank Egg, is using software from Oceanus to distribute forms electronically to staff desktops.
ACCESSION #
10022215

 

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